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Invesco S&P 500 Equal Weight ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$498M +$111M +1,393,009 +29%
Morgan Stanley
2
Morgan Stanley
New York
$457M +$49M +616,483 +12%
UBS Group
3
UBS Group
Switzerland
$353M -$10.8M -136,247 -3%
Wells Fargo
4
Wells Fargo
California
$345M -$16.5M -207,037 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$96.8M +$8.23M +103,516 +9%
LIA
6
LBMC Investment Advisors
Tennessee
$96.8M +$834K +10,494 +0.9%
RJA
7
Raymond James & Associates
Florida
$92.2M -$514K -6,469 -0.6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$79.4M +$15.8M +198,576 +25%
HighTower Advisors
9
HighTower Advisors
Illinois
$76.3M +$1.56M +19,570 +2%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$73.7M +$51.7M +651,170 +244%
Goldman Sachs
11
Goldman Sachs
New York
$69.9M +$5.5M +69,264 +9%
GH
12
GAM Holding
Switzerland
$59.5M
SLAM
13
Swiss Life Asset Management
$57M +$5.71M +71,900 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$54.5M +$5.26M +66,162 +11%
Ameriprise
15
Ameriprise
Minnesota
$41.1M +$4.79M +60,260 +13%
ECM
16
ETrade Capital Management
Virginia
$38.5M +$5.74M +72,240 +18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$36.9M +$629K +7,920 +2%
SFI
18
SPC Financial Inc
Maryland
$36.3M +$5.36M +67,415 +18%
CA
19
Cetera Advisors
Colorado
$35.7M -$649K -8,162 -2%
Stifel Financial
20
Stifel Financial
Missouri
$33.5M +$2.28M +28,703 +7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$15M +188,671 +92%
JP Morgan Chase
22
JP Morgan Chase
New York
$31.4M +$3.97M +49,961 +15%
AAS
23
Annex Advisory Services
Wisconsin
$28.9M +$291K +3,667 +1%
SG
24
Strid Group
Pennsylvania
$28.2M +$27.7M +348,487 New
WMG
25
WESCAP Management Group
California
$26.1M -$1.89M -23,778 -7%